Filed December 16, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,624 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,349 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $22,938 |
EMPLOYEE BENEFITS GROUP, LLC4 years Service code 49 · EIN 73-1554797 | Other Services | $11,588 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,629 | $89,436-37.8% | $164,813-66.2% | $77,643-28.4% |
| Participation rate | 86.9% | 78.6%+8.3pp | 78.6%+8.3pp | 70.6%+16.3pp |
| Annual return | 12.11% | 28.83%-16.7pp | 69.93%-57.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,377 | $2,569-46.4% | $4,341-68.3% | $2,726-49.5% |
| Participant deferral / active EE | $3,723 | $4,897-24.0% | $6,031-38.3% | $4,647-19.9% |
| Admin fee / account holder | $237 | $339-30.1% | $12,690-98.1% | $430-44.8% |